Intel investeert in Infineon, Rambus koers explodeert

EETimes schrijft dat Intel bekend heeft gemaakt dat het een investering van 250 miljoen dollar te zal plaatsen in Infineon Technologies, de halfgeleider divisie van Siemens. Met de deal wil Intel zich verzekeren van voldoende Rambus produktiecapapciteit:

The private placement will give Intel about a 1.5 per cent stake in Infineon when shares start trading on March 13, and is accompanied by Infineon's cooperation with Intel in the production of Rambus DRAM products, Intel's preferred memory format for use alongside its high performance microprocessors.

The two companies have also agreed to share roadmaps for future technology and Intel is expected to take a guaranteed proportion of the output of a 300mm wafer fab Infineon plans to build at one of its existing manufacturing locations. [break] Ondertussen meldt The Register dat de aandelenkoers van Rambus Inc. naar een recordhoogte is gestegen: [/break] Then something happens in the depths of Wall Street, and Rambus shares, already artificially inflated because of the myth that Intel's Willamette processor will only work with Rambus RIMMs, flies sky high from $137 to $178. That was yesterday's close. The price has already soared to over $200 at the time of this update, so maybe it will go to $250 tomorrow.

This particular share price is like a white-knuckle ride, and we can only think that some sort of collective madness has descended on Wall Street and punters for the price to fly so high.